AIC
IBMN

Ameritas Investment Company’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History

Ameritas Investment Company’s Portfolio IBMN Stock Details IBMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-900
Closed -$25.1K – 1322
2021
Q1 		$25.1K Buy
+900
New +$25.3K ﹤0.01% 1197

Other funds holding IBMN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
ACM
Azimuth Capital Management Bloomfield Hills, Michigan $2.34B AUM 16.67% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameritas Investment Company's IBMN Position: Q2 2021 in Review

Ameritas Investment Company sold out of iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) in Q2 2021, closing a stake of 900 shares — an estimated $25.1K sold.

Ameritas Investment Company first reported a position in IBMN in Q1 2021 and held it in 1 quarter. The position peaked at $25.1K in Q1 2021. 74 funds tracked by Wall St. Rank hold IBMN as of Q2 2021.

  • Ameritas Investment Company reported no remaining iShares iBonds Dec 2025 Term Muni Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Ameritas Investment Company sold 900 iShares iBonds Dec 2025 Term Muni Bond ETF shares in Q2 2021, an estimated $25.1K.
  • Ameritas Investment Company first reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF in Q1 2021 and held it in 1 quarter.
  • Ameritas Investment Company's iShares iBonds Dec 2025 Term Muni Bond ETF position peaked at $25.1K in Q1 2021.
  • 74 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Muni Bond ETF as of Q2 2021.

Based on Ameritas Investment Company's 13F filing for Q2 2021, filed 16 Aug 2021.